Filed November 5, 2015 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
DIMEO SCHNEIDER & ASSOCIATES LLC4+ years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $75,999 |
Filed as: FIDELITY INVSTMNT INST OPR CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $3,640 |
TIAA1 year Filed as: TIAA-TCHRS INS AND ANN ASSOC OF AME Service code 12 · EIN 13-1624203 | Claims processing; Account maintenanc... | $812 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Claims processing; Recordkeeping and ... | $774 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,257 | $87,173+87.3% | $59,878+172.6% | $75,289+116.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 74.7%+25.3pp | 72.4%+27.6pp |
| Annual return | -2.03% | -2.14%+0.1pp | 3.46%-5.5pp | -0.04%-2.0pp |
| Employer contribution / active EE | $6,907 | $3,473+98.9% | $2,722+153.8% | $2,405+187.2% |
| Participant deferral / active EE | $6,900 | $3,379+104.2% | $3,402+102.8% | $3,739+84.5% |
| Admin fee / account holder | $31 | $75-58.4% | $3,590-99.1% | $102-69.6% |